Difference between revisions of "ProDon:Traitement des documents à émettre (version 4)"
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== Introduction<br> == | == Introduction<br> == | ||
| − | Following the transfer of transactions, it is possible to issue documents linked to transactions, such as thank-you letters. The processing of documents is done from the "Batch processing: Documents". It is possible to issue them either in part by conducting a [[ | + | Following the transfer of transactions, it is possible to issue documents linked to transactions, such as thank-you letters. The processing of documents is done from the "Batch processing: Documents". It is possible to issue them either in part by conducting a [[Common functions:Search Bar|search]] or making a [[Common functions:Filter Data (Queries)|filter]], or in whole. |
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| − | In order for a document to be issued following the transfer of a transaction, the document to be issued must have been chosen in the [[ProDon: | + | In order for a document to be issued following the transfer of a transaction,the document to be issued must have been chosen in the [[ProDon:Donation Occasion Management|donation occasion configuration]]. Once the document is checked in the donation occasion configuration, the document to be issued will automatically be in the "Batch processing: Documents", when transferring the transactions linked to the donation occasion. |
== Diagram == | == Diagram == | ||
| − | + | [[File:ProDon5 Documents to be issued 001.png|thumb|433x433px]] | |
[[Fichier:ProDon5 Traitement des documents à émettre 001.png|572x572px]]<br> | [[Fichier:ProDon5 Traitement des documents à émettre 001.png|572x572px]]<br> | ||
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| − | '''NOTE: '''In order for the documents to be in the "Transferred transactions" or the "Pending transactions" tabs, the options <span style="color: rgb(255, 0, 0);">'''K'''</span> and '''<span style="color: rgb(255, 0, 0);">L</span>''' of the [[ProDon:Master Document Management#Main Screen|"Main Screen"]] that | + | '''NOTE: '''In order for the documents to be in the "Transferred transactions" or the "Pending transactions" tabs, the options <span style="color: rgb(255, 0, 0);">'''K'''</span> and '''<span style="color: rgb(255, 0, 0);">L</span>''' of the [[ProDon:Master Document Management#Main Screen|"Main Screen"]] that are part of the [[ProDon:Master Document Management|"Master document management"]] document have to be checked. Depending on the checked option, the document will be in the right tab. |
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| − | <span style="color: rgb(255, 0, 0);">'''E:'''</span> Even if this box is checked, documents addressed to the clients excluded from [[ProDon: | + | <span style="color: rgb(255, 0, 0);">'''E:'''</span> Even if this box is checked, documents addressed to the clients excluded from [[ProDon:Mass Mailing|mass mailing]] will be generated. |
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After clicking on " [[Image:Bouton Crochet ajouter confirmer.png]] Yes", if all the documents have been printed successfully. They will then be removed from the list of documents to be issued. | After clicking on " [[Image:Bouton Crochet ajouter confirmer.png]] Yes", if all the documents have been printed successfully. They will then be removed from the list of documents to be issued. | ||
| − | Click on " [[ | + | Click on " [[File:Button No.png]] No", if the documents have not all been printed successfully. They will be moved to "Reprint" tab, it will then be possible to reprint them. |
Click on "[[Image:Bouton annuler.png]] Cancel", if the documents have not all been printed successfully or simply to reprint them later. They will then remain in the list of documents to be issued. | Click on "[[Image:Bouton annuler.png]] Cancel", if the documents have not all been printed successfully or simply to reprint them later. They will then remain in the list of documents to be issued. | ||
Latest revision as of 07:29, 13 July 2016
CAUTION: This document is for ProDon 5. To view ProDon 4 document, click here.
Introduction
Following the transfer of transactions, it is possible to issue documents linked to transactions, such as thank-you letters. The processing of documents is done from the "Batch processing: Documents". It is possible to issue them either in part by conducting a search or making a filter, or in whole.
In order for a document to be issued following the transfer of a transaction,the document to be issued must have been chosen in the donation occasion configuration. Once the document is checked in the donation occasion configuration, the document to be issued will automatically be in the "Batch processing: Documents", when transferring the transactions linked to the donation occasion.
Diagram
Processing Documents to be issued
To proceed with the printing of the documents to be issued, go to "Batch processing: Documents".
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To do so, from the software home page, click on the "Batch processing" menu, then select "Documents". | |
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After clicking on "Documents", the "Batch processing: Documents" window opens.. | |
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CAUTION: Before starting, close Word, if necessary. | |
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A: The "Transferred transactions" tab contains the list of documents for which the transaction has been transferred. |
B: The "Pending transactions" tab contains the list of documents for which the transaction has not been transferred yet. |
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C: The "Reprint" tab contains the list of documents to reprint. If the documents have not been successfully printed in a previous printing, they are moved to this tab, which allows reprinting. |
D: It is possible to create an active list of documents to be issued by conducting a search or making a filter, so that only the documents part of the active list are generated. |
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E: After preparing the active list in the chosen tab, click on the |
NOTE: In order for the documents to be in the "Transferred transactions" or the "Pending transactions" tabs, the options K and L of the "Main Screen" that are part of the "Master document management" document have to be checked. Depending on the checked option, the document will be in the right tab. |
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After clicking on the | |
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| A: Allows you to open the documents in the editor before manually printing them from the editor. This option is highly recommended. |
B: Allows you to print the documents directly, without prior verification. This option is not recommended since it is preferable to first verify the documents. |
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C: Allows you to generate all the documents that are in the current list. |
D: Generates the document of the selected transaction only. |
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E: Even if this box is checked, documents addressed to the clients excluded from mass mailing will be generated. |
F: Allows you to add a title on every mass mailing document using a merge field inserted in the master document. |
| G: List of available documents to be generated. | NOTE: It is not required to save the result of the merge, because it is possible to generate it again. If it is absolutely necessary to save the documents, it is very important to "Save as..." so that the master document remains accessible for further merges. |
If the option "Printer" had previously been checked, verify the documents. Then if they are all generated, print them manually.
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After clicking on "Generate", the following window opens in ProDon. After verifying the printed documents, click on one of these three options in order to confirm if the documents have been printed successfully or to allow later reprint. | |
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After clicking on " Click on " Click on " |
